Long View Wealth Management Portfolio Holdings

Long View Wealth Management

  • $414 Billion
  • Q4 2025

Long View Wealth Management has filed its 13F form on January 13, 2026 for Q4 2025 where it was disclosed a total value porftolio of $414 Billion distributed in 249 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $22.4B, Ishares Morningstar Growth ETF with a value of $15.6B, Apple Inc. with a value of $15.5B, Home Depot, Inc. with a value of $12.7B, and Capital Group Growth ETF Shs C with a value of $11.8B.

Examining the 13F form we can see an increase of $45B in the current position value, from $369B to 414B.

Long View Wealth Management is based out at Atlanta, GA

Below you can find more details about Long View Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $414 Billion
ETFs: $224 Billion
Consumer Cyclical: $29.5 Billion
Technology: $27 Billion
Financial Services: $15.6 Billion
Consumer Defensive: $9.89 Billion
Healthcare: $8.57 Billion
Industrials: $6.05 Billion
Utilities: $5.93 Billion
Other: $15.4 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.36 Billion 0.57% of portfolio
36,358
Q4 2025 Reduced 8.31%
$490B
$2.23 Billion 0.54% of portfolio
17,984
Q4 2025 Reduced 6.46%
$68.7B
$1.8 Billion 0.43% of portfolio
16,656
Q4 2025 Reduced 0.24%
$414B
$1.73 Billion 0.42% of portfolio
7,863
Q4 2025 Added 23.07%
$1.74T
$1.74 Billion 0.42% of portfolio
5,239
Q4 2025 Added 2.3%
Capital Group New Geography
-
$1.71 Billion 0.41% of portfolio
-
Q4 2025 Added 61.43%
$0
$1.67 Billion 0.4% of portfolio
13,355
Q4 2025 Added 25.34%
$0
$1.67 Billion 0.4% of portfolio
23,793
Q4 2025 Added 25.54%
$0
$1.6 Billion 0.39% of portfolio
17,276
Q4 2025 Reduced 3.37%
$0
$1.62 Billion 0.39% of portfolio
10,948
Q4 2025 Added 27.08%
$0
$1.62 Billion 0.39% of portfolio
15,068
Q4 2025 Added 35.54%
$0
$1.63 Billion 0.39% of portfolio
32,154
Q3 2025 Added 10.29%
$0
$1.59 Billion 0.38% of portfolio
20,200
Q4 2025 Reduced 11.65%
$0
$1.4 Billion 0.34% of portfolio
58,000
Q4 2025 New
$1.65T
$1.35 Billion 0.33% of portfolio
4,078
Q4 2025 Added 6.84%
$96.4B
$1.38 Billion 0.33% of portfolio
11,850
Q4 2025 Added 0.22%
$0
$1.33 Billion 0.32% of portfolio
28,591
Q4 2025 Added 192.64%
Capital Group Equity ETF Tr
-
$1.28 Billion 0.31% of portfolio
-
Q4 2025 Added 16.11%
$0
$1.27 Billion 0.31% of portfolio
3,057
Q4 2025 Reduced 26.36%
$0
$1.28 Billion 0.31% of portfolio
17,711
Q4 2025 New
$0
$1.25 Billion 0.3% of portfolio
22,123
Q4 2025 Reduced 6.41%
$0
$1.24 Billion 0.3% of portfolio
4,849
Q4 2025 Reduced 18.67%
Capital Grp Fixed Incm ETF T
-
$1.26 Billion 0.3% of portfolio
-
Q4 2025 Added 0.04%
$0
$1.15 Billion 0.28% of portfolio
43,164
Q4 2025 Reduced 1.85%
$20.4B
$1.15 Billion 0.28% of portfolio
13,281
Q4 2025 Added 0.24%
Bluerock Pvt Real Estate Fd
-
$1.1 Billion 0.27% of portfolio
-
Q4 2025 New
$0
$1.13 Billion 0.27% of portfolio
2,366
Q4 2025 Added 1.41%
$0
$1.07 Billion 0.26% of portfolio
6,582
Q4 2025 Reduced 26.09%
Blackrock ETF Trust
-
$1.09 Billion 0.26% of portfolio
-
Q4 2025 Added 86.53%
$255B
$1.03 Billion 0.25% of portfolio
2,873
Q4 2025 Reduced 1.07%
$0
$1.02 Billion 0.25% of portfolio
4,608
Q4 2025 Reduced 2.54%
$0
$986 Million 0.24% of portfolio
13,874
Q4 2025 Added 19.07%
$1.37T
$980 Million 0.24% of portfolio
1,526
Q4 2025 Reduced 6.89%
Profesionally Managed Portfo
-
$976 Million 0.24% of portfolio
-
Q4 2025 New
$0
$992 Million 0.24% of portfolio
4,397
Q4 2025 Reduced 5.79%
$6.51B
$963 Million 0.23% of portfolio
10,500
Q2 2025 Reduced 25.0%
$881B
$968 Million 0.23% of portfolio
2,983
Q4 2025 Reduced 2.64%
$0
$936 Million 0.23% of portfolio
16,362
Q4 2025 Reduced 3.47%
$404B
$966 Million 0.23% of portfolio
1,025
Q4 2025 Added 1.08%
$1.29T
$915 Million 0.22% of portfolio
2,039
Q4 2025 Reduced 0.97%
$413B
$931 Million 0.22% of portfolio
16,868
Q4 2025 Added 55.07%
$0
$912 Million 0.22% of portfolio
4,199
Q4 2025 Added 125.15%
$0
$908 Million 0.22% of portfolio
11,100
Q4 2025 Added 11.95%
$346B
$898 Million 0.22% of portfolio
6,256
Q4 2025 Reduced 0.79%
$0
$859 Million 0.21% of portfolio
6,931
Q4 2025 Added 2.36%
Blackrock ETF Trust
-
$858 Million 0.21% of portfolio
-
Q4 2025 Added 136.89%
-
$880 Million 0.21% of portfolio
-
Q4 2025 Reduced 18.19%
T Rowe Price ETF Inc
-
$883 Million 0.21% of portfolio
-
Q2 2025 Added 15.15%
Rbb Fund Trust
-
$881 Million 0.21% of portfolio
-
Q4 2025 Added 42.65%

Summary

  • Portfolio
  • No. of Stocks 249
  • Current Value $414 Billion
  • Prior Value $369 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 13, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 26 stocks
  • Additional Purchases 134 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 59 stocks
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